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Betterment Transition
Information about the transition of Ellevest’s digital investing business to Betterment.
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Taxes and Documentation
Information to help guide you through the tax preparation process, as it pertains to your Ellevest investing accounts.
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Your Account
Plans, billing, and account settings.
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Deposits, Withdrawals, and Transfers
How to move money into, out of, and between your Ellevest accounts, and help with retirement rollovers and transfers.
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Investing With Ellevest
Understanding and managing your Ellevest investment accounts, including retirement.
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Financial Planning
Financial planning at Ellevest.
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Learning and Educational Resources
How to access learning resources, common personal finance and career questions, and some handy definitions.
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Wealth Management
About Ellevest Wealth Management’s services and online account system.
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More About Ellevest
How to get in touch with Ellevest Support.